Creating and activating a notification rule configuration

In this article you will learn how to create a notification rule configuration, add notification rules to it and activate it for your facility so that members are notified automatically.

Contents

• Prerequisites
• Access notification rules
• Create a new configuration
• Add notification rules
• Activate the configuration

Quick Guide

1. Go to Communication / Notifications / Notification rules.
2. Click Create configuration, enter a Description and save.
3. Open the configuration and add the notification rules you need with Add notification rule.
4. In the three-dot menu of the configuration, select Activate for current facility and confirm with Activate.

Prerequisites

• Permission: Manage automatic notifications

Access notification rules

Open Communication / Notifications / Notification rules.

The list shows the configurations shared with the facilities selected in the Current facility filter. The configuration that is currently active for your facility carries the Active badge.

Create a new configuration

1. Click Create configuration.
2. In the Description field, enter a meaningful name so you can easily identify the configuration later.
3. If you manage several facilities, click Edit sharing settings and select the facilities that can use the configuration.
4. Click Save to create the configuration.

A new configuration does not contain any notification rules yet.

Add notification rules

1. Click the configuration in the list to open it.
2. Click Add notification rule.
3. In the Create notification rule dialog, select the Event, the Shipping method, the channel under Communication and the Template, and click Save.
4. Repeat these steps for every event that should trigger an automatic message.

The templates you can select are managed under Communication / Administration / Templates.

The available events, communication channels and shipping methods are described in Set up notification rule configurations.

Activate the configuration

1. Make sure you are working in the facility for which you want to activate the configuration.
2. In the list, click the three-dot menu of the configuration.
3. Select Activate for current facility.
4. Confirm with Activate.

The configuration now carries the Active badge, and its notification rules trigger the automatic member communication for this facility.

Good to know:

• Each facility has exactly one active configuration. Activating a configuration replaces the configuration that was active for the facility until then.
• Add the required notification rules before you activate a configuration. A configuration without rules sends no automatic messages.
• The active configuration cannot be deleted. Activate for current facility and Delete configuration are only offered for configurations that are not active. Edit configuration is always available.
• Use precise names for your configurations to keep them easy to manage.

Note: This article was created with the help of artificial intelligence and editorially reviewed.